Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (4 Dec 2020 to 6 May 2022)
    • [FCA CF] Client dealing (4 Dec 2020 to 6 May 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Mar 2021)
    • CF30 Customer (11 Sep 2015 to 3 Mar 2021)
    • CF1 Director (AR) (11 Sep 2015 to 3 Mar 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (11 Sep 2015 to 3 Mar 2021)
  • Beltinge Eames Ltd (no longer approved here)

    FRN 187222

    • Employed By (1 Dec 2001 to 31 Aug 2015)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.